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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,777 | $208,088-58.8% | $186,193-53.9% | $154,746-44.6% |
| Participation rate | 82.6% | 80.0%+2.6pp | 77.1%+5.5pp | 80.7%+1.9pp |
| Annual return | 11.99% | 89.97%-78.0pp | 78.03%-66.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,485 | $4,340-19.7% | $3,918-11.1% | $4,379-20.4% |
| Participant deferral / active EE | $6,695 | $7,078-5.4% | $6,513+2.8% | $6,730-0.5% |
| Admin fee / account holder | $11,905 | $11,698+1.8% | $11,058+7.7% | $14,365-17.1% |